Batch transfer multiple returns into the next years returns.

1. Select Settings at the top-right
2. Choose Batch Actions (Transfer Prior Year Data).
   • This will show the prior year returns.
3. To choose all the clients, check the box next to CLIENT NAME.
4. To choose all clients who don’t have a current-year return yet, check the box next to those client names.
5. Click on Start Transferring from the bottom right corner of the screen.
   • This will start the automated transfer. Once complete, the list will show a status of Complete for each return.
   • If a tax return is listed here, but can't be selected, you need to remove the access restriction to proforma. Refer to this article for more information.

Not sure how to bulk assignee though.